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Capital Southwest (CSWC) Competitors

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$23.55 -0.33 (-1.37%)
As of 03:48 PM Eastern
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CSWC vs. ARCC, FDUS, MFIC, NMFC, and OCSL

Should you be buying Capital Southwest stock or one of its competitors? The main competitors of Capital Southwest include Ares Capital (ARCC), Fidus Investment (FDUS), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), and Oaktree Specialty Lending (OCSL). These companies are all part of the "finance" sector.

How does Capital Southwest compare to Ares Capital?

Capital Southwest (NASDAQ:CSWC) and Ares Capital (NASDAQ:ARCC) are both finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, earnings, dividends, institutional ownership, valuation, risk, media sentiment and profitability.

Ares Capital has higher revenue and earnings than Capital Southwest. Ares Capital is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$204.44M6.93$70.55M$1.8113.01
Ares Capital$1.36B9.87$1.30B$1.6311.48

Capital Southwest has a beta of 0.71, suggesting that its stock price is 29% less volatile than the S&P 500. Comparatively, Ares Capital has a beta of 0.58, suggesting that its stock price is 42% less volatile than the S&P 500.

Capital Southwest presently has a consensus price target of $23.42, suggesting a potential downside of 0.58%. Ares Capital has a consensus price target of $20.75, suggesting a potential upside of 10.93%. Given Ares Capital's stronger consensus rating and higher possible upside, analysts clearly believe Ares Capital is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Ares Capital
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82

In the previous week, Ares Capital had 13 more articles in the media than Capital Southwest. MarketBeat recorded 18 mentions for Ares Capital and 5 mentions for Capital Southwest. Ares Capital's average media sentiment score of 0.88 beat Capital Southwest's score of 0.14 indicating that Ares Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Ares Capital
10 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.3%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Capital pays out 117.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years. Ares Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

23.4% of Capital Southwest shares are held by institutional investors. Comparatively, 27.4% of Ares Capital shares are held by institutional investors. 2.8% of Capital Southwest shares are held by insiders. Comparatively, 0.5% of Ares Capital shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Capital Southwest has a net margin of 45.46% compared to Ares Capital's net margin of 37.30%. Capital Southwest's return on equity of 13.76% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest45.46% 13.76% 6.51%
Ares Capital 37.30%9.85%4.59%

Summary

Ares Capital beats Capital Southwest on 11 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to Fidus Investment?

Capital Southwest (NASDAQ:CSWC) and Fidus Investment (NASDAQ:FDUS) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, institutional ownership, analyst recommendations, dividends, media sentiment, profitability, risk and earnings.

Capital Southwest has a beta of 0.71, indicating that its share price is 29% less volatile than the S&P 500. Comparatively, Fidus Investment has a beta of 0.69, indicating that its share price is 31% less volatile than the S&P 500.

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 28.1% of Fidus Investment shares are owned by institutional investors. 2.8% of Capital Southwest shares are owned by insiders. Comparatively, 0.9% of Fidus Investment shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Fidus Investment had 7 more articles in the media than Capital Southwest. MarketBeat recorded 12 mentions for Fidus Investment and 5 mentions for Capital Southwest. Fidus Investment's average media sentiment score of 0.88 beat Capital Southwest's score of 0.14 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fidus Investment
4 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Capital Southwest currently has a consensus price target of $23.42, indicating a potential downside of 0.58%. Fidus Investment has a consensus price target of $21.00, indicating a potential upside of 11.67%. Given Fidus Investment's stronger consensus rating and higher possible upside, analysts plainly believe Fidus Investment is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75

Fidus Investment has a net margin of 49.51% compared to Capital Southwest's net margin of 45.46%. Capital Southwest's return on equity of 13.76% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest45.46% 13.76% 6.51%
Fidus Investment 49.51%11.19%5.97%

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.1%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidus Investment pays out 75.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years. Capital Southwest is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Fidus Investment has lower revenue, but higher earnings than Capital Southwest. Fidus Investment is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$204.44M6.93$70.55M$1.8113.01
Fidus Investment$155.87M4.58$82.40M$2.288.25

Summary

Capital Southwest and Fidus Investment tied by winning 10 of the 20 factors compared between the two stocks.

How does Capital Southwest compare to MidCap Financial Investment?

Capital Southwest (NASDAQ:CSWC) and MidCap Financial Investment (NASDAQ:MFIC) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, profitability, risk, media sentiment, valuation and earnings.

Capital Southwest has a beta of 0.71, indicating that its share price is 29% less volatile than the S&P 500. Comparatively, MidCap Financial Investment has a beta of 0.63, indicating that its share price is 37% less volatile than the S&P 500.

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 28.5% of MidCap Financial Investment shares are owned by institutional investors. 2.8% of Capital Southwest shares are owned by company insiders. Comparatively, 0.8% of MidCap Financial Investment shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, MidCap Financial Investment had 9 more articles in the media than Capital Southwest. MarketBeat recorded 14 mentions for MidCap Financial Investment and 5 mentions for Capital Southwest. MidCap Financial Investment's average media sentiment score of 0.62 beat Capital Southwest's score of 0.14 indicating that MidCap Financial Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
MidCap Financial Investment
2 Very Positive mention(s)
3 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Capital Southwest presently has a consensus price target of $23.42, suggesting a potential downside of 0.58%. MidCap Financial Investment has a consensus price target of $11.54, suggesting a potential upside of 3.24%. Given MidCap Financial Investment's higher possible upside, analysts clearly believe MidCap Financial Investment is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22

Capital Southwest has a net margin of 45.46% compared to MidCap Financial Investment's net margin of 1.90%. Capital Southwest's return on equity of 13.76% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest45.46% 13.76% 6.51%
MidCap Financial Investment 1.90%10.86%4.31%

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 11.1%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. MidCap Financial Investment pays out 3,100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years.

Capital Southwest has higher earnings, but lower revenue than MidCap Financial Investment. Capital Southwest is trading at a lower price-to-earnings ratio than MidCap Financial Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$204.44M6.93$70.55M$1.8113.01
MidCap Financial Investment$320.88M2.87$63.17M$0.04279.35

Summary

Capital Southwest beats MidCap Financial Investment on 12 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to New Mountain Finance?

New Mountain Finance (NASDAQ:NMFC) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, analyst recommendations, earnings, valuation, risk, profitability and dividends.

Capital Southwest has a net margin of 45.46% compared to New Mountain Finance's net margin of -18.65%. Capital Southwest's return on equity of 13.76% beat New Mountain Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-18.65% 11.14% 4.63%
Capital Southwest 45.46%13.76%6.51%

New Mountain Finance currently has a consensus price target of $9.25, suggesting a potential upside of 14.41%. Capital Southwest has a consensus price target of $23.42, suggesting a potential downside of 0.58%. Given New Mountain Finance's higher probable upside, equities analysts clearly believe New Mountain Finance is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.86
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

32.1% of New Mountain Finance shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 14.9% of New Mountain Finance shares are owned by insiders. Comparatively, 2.8% of Capital Southwest shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 12.4%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. New Mountain Finance pays out -172.4% of its earnings in the form of a dividend. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

New Mountain Finance has a beta of 0.57, suggesting that its stock price is 43% less volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 0.71, suggesting that its stock price is 29% less volatile than the S&P 500.

Capital Southwest has higher revenue and earnings than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance-$64.32M-11.87$16.49M-$0.58N/A
Capital Southwest$204.44M6.93$70.55M$1.8113.01

In the previous week, New Mountain Finance had 9 more articles in the media than Capital Southwest. MarketBeat recorded 14 mentions for New Mountain Finance and 5 mentions for Capital Southwest. New Mountain Finance's average media sentiment score of 0.46 beat Capital Southwest's score of 0.14 indicating that New Mountain Finance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
3 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Capital Southwest
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Capital Southwest beats New Mountain Finance on 12 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to Oaktree Specialty Lending?

Oaktree Specialty Lending (NASDAQ:OCSL) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their earnings, risk, analyst recommendations, profitability, institutional ownership, dividends, media sentiment and valuation.

Capital Southwest has a net margin of 45.46% compared to Oaktree Specialty Lending's net margin of 16.66%. Capital Southwest's return on equity of 13.76% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending16.66% 9.56% 4.60%
Capital Southwest 45.46%13.76%6.51%

Oaktree Specialty Lending presently has a consensus price target of $12.38, suggesting a potential upside of 2.15%. Capital Southwest has a consensus price target of $23.42, suggesting a potential downside of 0.58%. Given Oaktree Specialty Lending's higher probable upside, equities research analysts plainly believe Oaktree Specialty Lending is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

36.8% of Oaktree Specialty Lending shares are held by institutional investors. Comparatively, 23.4% of Capital Southwest shares are held by institutional investors. 0.3% of Oaktree Specialty Lending shares are held by company insiders. Comparatively, 2.8% of Capital Southwest shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.9%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. Oaktree Specialty Lending pays out 210.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years.

Oaktree Specialty Lending has a beta of 0.52, suggesting that its stock price is 48% less volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 0.71, suggesting that its stock price is 29% less volatile than the S&P 500.

Capital Southwest has higher revenue and earnings than Oaktree Specialty Lending. Capital Southwest is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oaktree Specialty Lending$55.37M19.27$33.92M$0.5721.25
Capital Southwest$204.44M6.93$70.55M$1.8113.01

In the previous week, Oaktree Specialty Lending had 11 more articles in the media than Capital Southwest. MarketBeat recorded 16 mentions for Oaktree Specialty Lending and 5 mentions for Capital Southwest. Oaktree Specialty Lending's average media sentiment score of 0.39 beat Capital Southwest's score of 0.14 indicating that Oaktree Specialty Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oaktree Specialty Lending
4 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Capital Southwest
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Capital Southwest beats Oaktree Specialty Lending on 12 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSWC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSWC vs. The Competition

MetricCapital SouthwestFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$1.42B$12.52B$13.48B$12.28B
Dividend Yield9.72%7.22%5.75%5.22%
P/E Ratio13.0223.5023.2525.72
Price / Sales6.938.35179.0365.20
Price / Cash10.2913.4320.3036.27
Price / Book1.353.502.216.76
Net Income$70.55M$552.28M$1.11B$333.20M
7 Day PerformanceN/AN/AN/A0.52%
1 Month Performance3.17%8.12%2.21%9.27%
1 Year Performance17.71%13.40%13.12%42.97%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
1.2279 of 5 stars
$23.55
-1.4%
$23.42
-0.6%
+19.3%$1.42B$204.44M13.0220
ARCC
Ares Capital
3.6836 of 5 stars
$19.18
-0.4%
$20.75
+8.2%
-9.8%$13.82B$3.05B11.772,550
FDUS
Fidus Investment
3.2155 of 5 stars
$19.19
-0.1%
$21.00
+9.4%
+0.6%$728.72M$155.87M8.20N/A
MFIC
MidCap Financial Investment
1.5543 of 5 stars
$12.12
+1.5%
$11.54
-4.8%
-3.7%$1.10B$320.88M18.36N/A
NMFC
New Mountain Finance
4.2247 of 5 stars
$8.56
-0.5%
$9.25
+8.1%
-20.5%$847.18M$327.08M57.07N/A

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This page (NASDAQ:CSWC) was last updated on 5/11/2026 by MarketBeat.com Staff.
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